CALL US FOR A FREE CONSULTATION
Would an Early Retirement and Early Social Security Be Smart?
Options for Generating Income During the COVID-19 Crisis “For many older adults, claiming Social Security early would be a big mistake. It was a mistake …
How Low-interest Rates Create Estate Planning Opportunities
Utilizing Low-Interest Rates in Estate Planning “A more present sense of one’s own mortality may drive those who have not made plans before to begin …
Top 10 Reasons To Get Going on an Estate Plan
Importance of Estate Planning “It took my husband Mike’s heart attack to force us to recognize the need for having an estate plan. It was …
Relocating for Retirement, Family or Taxes
The Impact of Location on Wealth Transfer “Does your ability to pass on your wealth to your heirs depend on where you live … and …
Handing Kids Keys to Your Home Is Never Good Estate Planning
The Dangers of Transferring Home Ownership to Adult Children “Adding an adult child to your house deed, or giving them the home outright, might seem …
This Social Security Pit Could Be Costly and Stressful
Navigating Social Security and Avoiding Costly Pitfalls “The Social Security hell morphed into Medicare hell and, will, not doubt, morph into federal income tax hell …
Retirement Planning and Declining Abilities
Navigating Cognitive Decline in Retirement Planning “When a loved one is experiencing cognitive decline, emotional and medical considerations often overshadow the financial planning that needs …
Massive Changes to RMDs From Stimulus Plan
Stimulus Plan Brings Massive Changes to RMDs and Retirement Contributions “Here are the highlights of the most recent tax changes found in the $2 trillion …